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Universal Insurance Holdings

177 hedge funds and large institutions have $715M invested in Universal Insurance Holdings in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.67% less ownership

Funds ownership: 72.92%72.25% (-0.67%)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

9% less capital invested

Capital invested by funds: $788M → $715M (-$72.5M)

12% less funds holding

Funds holding: 201177 (-24)

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

50% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $2.74M

Holders
177
Holders Change
-24
Holders Change %
-11.94%
% of All Funds
3.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
60
Reduced
66
Closed
43
Calls
$1.37M
Puts
$2.74M
Net Calls
-$1.37M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$1.57M +53,753 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.8M -$6.21M -212,256 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48M +$247K +8,451 +0.5%
LSV Asset Management
4
LSV Asset Management
Illinois
$33.7M -$943K -32,200 -3%
State Street
5
State Street
Massachusetts
$26.2M +$367K +12,538 +1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$22.4M -$9.87K -337 -0%
EIP
7
Epoch Investment Partners
New York
$21.3M +$6.88M +234,902 +44%
AAMU
8
Amundi Asset Management US
Massachusetts
$20.5M -$53.3K -1,820 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.9M -$3.31M -112,907 -20%
Northern Trust
10
Northern Trust
Illinois
$12.7M +$129K +4,407 +1%
Millennium Management
11
Millennium Management
New York
$12.6M +$12.6M +428,980 +1,902%
AQR Capital Management
12
AQR Capital Management
Connecticut
$12.1M -$629K -21,492 -5%
Ameriprise
13
Ameriprise
Minnesota
$12.1M +$732K +24,987 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$11.8M -$871K -29,748 -7%
N
15
Nuveen
North Carolina
$11.8M +$12.3M +421,646 New
Allianz Asset Management
16
Allianz Asset Management
Germany
$11M -$1.52M -51,857 -12%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$10.4M +$3.77M +128,654 +52%
Invesco
18
Invesco
Georgia
$9.43M +$20.8K +712 +0.2%
SCM
19
Stadium Capital Management
Connecticut
$8.16M +$2.43M +82,915 +40%
Charles Schwab
20
Charles Schwab
California
$7.49M +$201K +6,862 +3%
APG Asset Management
21
APG Asset Management
Netherlands
$7.39M -$1.94M -66,100 -18%
Principal Financial Group
22
Principal Financial Group
Iowa
$7.2M -$564K -19,253 -7%
HW
23
Hancock Whitney
Mississippi
$5.97M -$37.3K -1,273 -0.6%
BCM
24
Bridgeway Capital Management
Texas
$5.72M +$916K +31,300 +18%
MCM
25
Matarin Capital Management
New York
$5.51M +$47.5K +1,621 +0.8%

UVE Hedge Fund Activity: Q2 2019 in Review

177 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Universal Insurance Holdings (UVE) for Q2 2019, worth a combined $715M — down 9.2% from $788M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of UVE and 22 opened new positions — a net loss of 21 holders — while 66 trimmed existing stakes and 60 added.

The largest buyer was Millennium Management, adding an estimated $12.6M. The largest seller was Vanguard Group, cutting an estimated $6.21M.

  • 177 institutional investors held Universal Insurance Holdings (UVE) as of Q2 2019, down from 201 in Q1 2019.
  • Funds reported $715M of Universal Insurance Holdings stock for Q2 2019, down 9.2% quarter-over-quarter.
  • 22 funds opened new Universal Insurance Holdings positions in Q2 2019 and 43 closed out, a net change of -21 holders.
  • The largest Universal Insurance Holdings buyer in Q2 2019 was Millennium Management, an estimated $12.6M added.
  • The largest Universal Insurance Holdings seller in Q2 2019 was Vanguard Group, an estimated $6.21M sold.

Based on aggregated 13F filings for Q2 2019.